Ep Wealth Advisors, LLC New Holdings in Q1 2025

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QRVO
Qorvo, Inc.

Technology
3.69K
New
$69.12 - $90.57 $255K - $334K
3.69K $266K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
7.97K
New
$32.86 - $38.05 $262K - $303K
7.97K $264K
PD
Pager Duty, Inc.

Technology
14.4K
New
$15.61 - $19.68 $224K - $283K
14.4K $262K
LEG
Leggett & Platt Inc

Consumer Cyclical
32.9K
New
$7.91 - $11.06 $261K - $364K
32.9K $260K
WLY
John Wiley & Sons, Inc.

Communication Services
5.86K
New
$37.91 - $46.73 $222K - $274K
5.86K $260K
CHX
Champion X Corp

Energy
8.7K
New
$27.3 - $31.27 $237K - $272K
8.7K $259K
HAFC
Hanmi Financial Corp

Financial Services
11.4K
New
$21.3 - $24.88 $242K - $283K
11.4K $257K
JXN
Jackson Financial Inc.

Financial Services
3.07K
New
$79.36 - $97.88 $244K - $301K
3.07K $257K
CVGW
Calavo Growers Inc

Consumer Defensive
10.7K
New
$21.47 - $25.5 $230K - $273K
10.7K $256K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
8.12K
New
$29.2 - $32.92 $237K - $267K
8.12K $250K
OMCL
Omnicell, Inc

Healthcare
7.01K
New
$32.31 - $45.32 $227K - $318K
7.01K $245K
BUSE
First Busey Corp

Financial Services
11.4K
New
$21.26 - $25.35 $242K - $288K
11.4K $245K
PRGO
Perrigo CO PLC

Healthcare
8.68K
New
$23.5 - $29.47 $204K - $256K
8.68K $243K
RPRX
Royalty Pharma PLC

Healthcare
7.79K
New
$25.75 - $33.86 $200K - $264K
7.79K $242K
NECB
North East Community Bancorp, Inc.

Financial Services
10.3K
New
$21.63 - $25.71 $223K - $265K
10.3K $241K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
10.4K
New
$23.22 - $27.55 $241K - $286K
10.4K $241K
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.4K
New
$64.35 - $73.03 $219K - $248K
3.4K $237K
PGNY
Progyny, Inc.

Healthcare
10.6K
New
$17.43 - $23.88 $184K - $252K
10.6K $235K
IBN
Icici Bank LTD

Financial Services
7.42K
New
$27.55 - $31.67 $204K - $235K
7.42K $233K
OCFC
Oceanfirst Financial Corp

Financial Services
13.7K
New
$16.44 - $19.15 $225K - $262K
13.7K $232K
RELX
Relx PLC

Communication Services
4.57K
New
$45.34 - $51.91 $207K - $237K
4.57K $230K
FTI
Technip Fmc PLC

Energy
7.24K
New
$25.3 - $32.57 $183K - $236K
7.24K $229K
GTLS
Chart Industries Inc

Industrials
1.58K
New
$141.99 - $218.35 $225K - $345K
1.58K $228K
ENS
Ener Sys

Industrials
2.5K
New
$89.62 - $103.2 $224K - $258K
2.5K $228K
HLIO
Helios Technologies, Inc.

Industrials
7.08K
New
$32.09 - $46.1 $227K - $326K
7.08K $227K
HLIT
Harmonic Inc

Technology
23.3K
New
$9.42 - $13.55 $219K - $315K
23.3K $223K
IAS
Integral Ad Science Holding Corp.

Communication Services
27.7K
New
$8.06 - $10.77 $223K - $298K
27.7K $223K
AOS
Smith A O Corp

Industrials
3.42K
New
$65.16 - $72.69 $223K - $249K
3.42K $223K
COUR
Coursera, Inc.

Consumer Defensive
33.2K
New
$6.66 - $9.69 $221K - $322K
33.2K $221K
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.85K
New
$24.05 - $24.86 $213K - $220K
8.85K $219K
CCK
Crown Holdings Inc

Consumer Cyclical
2.44K
New
$78.77 - $91.74 $192K - $224K
2.44K $217K
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
2.39K
New
$88.87 - $97.02 $212K - $232K
2.39K $217K
CACC
Credit Acceptance Corp

Financial Services
421
New
$440.44 - $525.64 $185K - $221K
421 $217K
IBEX
Ibex LTD

Technology
8.91K
New
$21.23 - $27.3 $189K - $243K
8.91K $216K
VVX
V2 X, Inc.

Industrials
4.42K
New
$42.05 - $55.16 $186K - $244K
4.42K $216K
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.61K
New
$45.56 - $47.23 $210K - $218K
4.61K $216K
IDCC
Inter Digital, Inc.

Communication Services
1.03K
New
$171.68 - $225.72 $178K - $233K
1.03K $213K
CNOB
Connect One Bancorp, Inc.

Financial Services
8.78K
New
$21.51 - $27.55 $189K - $242K
8.78K $213K
KIM
Kimco Realty Corp

Real Estate
9.94K
New
$20.15 - $23.42 $200K - $233K
9.94K $211K
LNT
Alliant Energy Corp

Utilities
3.21K
New
$56.66 - $66.04 $182K - $212K
3.21K $206K
UCTT
Ultra Clean Holdings, Inc.

Technology
9.58K
New
$21.41 - $39.15 $205K - $375K
9.58K $205K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.21K
New
$48.06 - $53.73 $202K - $226K
4.21K $205K
BYD
Boyd Gaming Corp

Consumer Cyclical
3.13K
New
$65.83 - $79.52 $206K - $249K
3.13K $205K
BNL
Broadstone Net Lease, Inc.

Real Estate
11.9K
New
$15.2 - $17.25 $181K - $205K
11.9K $202K
GRC
Gorman Rupp CO

Industrials
5.78K
New
$35.1 - $39.76 $203K - $230K
5.78K $202K
MUR
Murphy Oil Corp

Energy
7.12K
New
$24.02 - $33.9 $171K - $242K
7.12K $202K
EPC
Edgewell Personal Care CO

Consumer Defensive
6.46K
New
$28.59 - $34.44 $185K - $222K
6.46K $201K
TAP
Molson Coors Beverage CO

Consumer Defensive
3.29K
New
$52.44 - $62.91 $172K - $207K
3.29K $200K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
604
New
$272.79 - $355.88 $165K - $215K
604 $200K
Activity Summary
Buys All Purchases 685 New Holdings 149 Increased Positions 536 Sells All Sells 531 Reductions 531 Sold out 0 Options Calls 0 Puts 0
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